Experience

Sinoboom

• China
• Machinery Manufacturing
• 1 - 100 Employee

• Head of Project Finance

  • Mar 2023 - Present

  Global Role Project leader for equipment and project financing to support Sinoboom's international business expansion. Spearhead the effort to build up local financing channels in North America, Mexico, Europe, Australia and Southeast Asia. Report to Group CFO



LSK Corp.

• Director of Finance and Operations

  • Jun 2020 - Present

  Greater New York City Area; Fuzhou China Led global corporate finance function over two business divisions with annual revenue excess of $250MM; working closely with business unit leaders to evaluate the financial impact of major business development opportunities and provide recommendations to executive management. • Managed financing strategy by balancing the level of equity, debt and liquidity of underlying business. • Led global corporate finance function over two business divisions with annual revenue excess of $250… Show more Led global corporate finance function over two business divisions with annual revenue excess of $250MM; working closely with business unit leaders to evaluate the financial impact of major business development opportunities and provide recommendations to executive management. • Managed financing strategy by balancing the level of equity, debt and liquidity of underlying business. • Led global corporate finance function over two business divisions with annual revenue excess of $250 million. Worked closely with business unit leaders to forecast the financial impact of major business risk/opportunities; provided actionable recommendations to executive management using data-driven approach. • Optimized financing strategy by balancing the level of equity, debt, and liquidity of underlying business. Successfully negotiated refinancing of a $22 million credit facility, including commercial real estate loan, equipment loan, and revolving line of credit to fuel business expansion. • Coordinated with sales and operational leaders to drive continuous improvement in processes and efficiency. Led the effort to continue strengthening internal processes to drive accuracy and forecastability on quarterly estimates and mid-range outlooks. Achieved significant YOY growth in 2017 (Revenue 23%, Op Profit 14%, Cash 12%). • Developed and trained a four-person team to improve the company’s working capital, conduct FX hedging, and increase visibility and accountability on the company’s operation via comprehensive KPI reporting. Show less



Sulzer

• Switzerland
• Machinery Manufacturing
• 700 & Above Employee

• US Controller

  • Sep 2016 - Jun 2020

  Houston, Texas, United States · Led all aspects of finance & accounting team in US, support corporation’s strategy to maximize the combined strength of equipment and service business units, expand margins and generate strong cash flow. Oversee annual revenue excess of $200MM USD; actively participate in the planning, policy making for the company and supports strategic and operational plan of the business units. · Participate as a key business partner to the US leadership team; contribute to business strategy development… Show more · Led all aspects of finance & accounting team in US, support corporation’s strategy to maximize the combined strength of equipment and service business units, expand margins and generate strong cash flow. Oversee annual revenue excess of $200MM USD; actively participate in the planning, policy making for the company and supports strategic and operational plan of the business units. · Participate as a key business partner to the US leadership team; contribute to business strategy development and operational execution of business plans that drive organic growth and profitability. · Prepare & consolidates IFRS (International Financial Reporting Standards) financial statements and ensure accuracy of financial KPIs; formulate detailed analysis including cost trends, product line profitability and variance analysis · Work alongside the Corporate HQ functions (i.e. Project Management, tax and audit) in improving financial processes, implementing policy changes executing strategies and initiatives. · Build financial team capabilities by providing hand-on experiences, expanded responsibilities, skill matrix management as well as succession planning Show less



CLM Capital Partners Co Ltd

• Head of Alternative Investment

  • Apr 2012 - Apr 2016

  China Focus on Special Situation Investments, managed to achieve stable risk-adjusted return to investors with high cash interest. Provided cross border M&A advisory services to middle market companies. Create and present pro-forma financial statements and review of new business opportunities to senior management and company investment committee. • Developed in-depth financial reports with ROI analysis and valuation models in real estate division to senior partners supporting decision making… Show more Focus on Special Situation Investments, managed to achieve stable risk-adjusted return to investors with high cash interest. Provided cross border M&A advisory services to middle market companies. Create and present pro-forma financial statements and review of new business opportunities to senior management and company investment committee. • Developed in-depth financial reports with ROI analysis and valuation models in real estate division to senior partners supporting decision making, served as key point of contact with clients and external advisors and consultants. • Supervised the company’s cross-border real estate transactions and guided a three-member team to oversee deal-related responsibilities, including valuation, financial modeling, preparing information memorandums, negotiating definitive agreements, and managing due diligence. Key projects included the proposed acquisition of a Japanese Onsen hotel for 1.2 billion Yen, equity and debt investment into Los Angeles downtown 535 key five-star hotel $238 million project, and proposed purchase of a California vineyard for $24 million a US public company. • Led the effort to develop an innovative project finance structure using bank guarantee, construction financing, and progress payment so that the company could invest into overseas real estate projects with the low interest loan from China Development Bank. Created comprehensive financial models to examine cash flow and credit risks based on various market conditions. Show less



GE Energy

• Commercial Finance Leader

  • Dec 2005 - Apr 2012

  Houston, Texas Area Team leader of a global team that oversees annual transactions over $3 billion USD for GE Aero Energy. Primary responsibilities includes structuring complex multi-million dollar transactions to minimize financial risks as well as securing debt financing from public and private sources. Successfully executing large commercial transactions in over 20 countries. Extensive int’l commercial contract experience with government-owned entities & quasi-governmental corporations in Asia, Latin America… Show more Team leader of a global team that oversees annual transactions over $3 billion USD for GE Aero Energy. Primary responsibilities includes structuring complex multi-million dollar transactions to minimize financial risks as well as securing debt financing from public and private sources. Successfully executing large commercial transactions in over 20 countries. Extensive int’l commercial contract experience with government-owned entities & quasi-governmental corporations in Asia, Latin America, Middle East and Africa. • Key member of a global five-member team. Oversaw annual transactions over $3 billion. Managed financial data for orders and sales tracking and formulated comprehensive financial planning and analysis for senior management and corporate headquarters. Contributed to business’s significant YOY growth in 2010 (Orders 26%, Op Profit 43%, Cash 160%) amid a tough economic environment. • Managed the bi-weekly global quick market intelligence meeting, formulated meeting decks, and summarized critical business and operational updates to business leaders, including CEO and CFO. • Supervised project financing aspects of commercial negotiation on major contracts, received CEO award for successfully closing the largest transaction in company history ($96 million LNG plant order in Nigeria) through three weeks of intensive negotiation. Show less



J.C.Capital Management

• Investment Analyst

  • Dec 2001 - Dec 2005

  Greater New York City Area Assisted portfolio manager with financial modeling and risk management on $2B investment portfolio. Monitored and identified trading opportunities on commodities and forex markets on daily basis utilizing financial and statistics quantitative models.